Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,636
Closed -$1.17M 54
2023
Q2
$1.17M Buy
+25,636
New +$1.17M 0.52% 43
2023
Q1
Sell
-26,582
Closed -$1.17M 38
2022
Q4
$1.17M Buy
+26,582
New +$1.17M 0.64% 44
2022
Q2
$1.2M Sell
24,465
-49
-0.2% -$2.41K 0.72% 43
2022
Q1
$1.36M Buy
24,514
+916
+4% +$50.8K 0.7% 42
2021
Q4
$1.23M Buy
+23,598
New +$1.23M 0.63% 43